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Investment Quarterly

WINTER 2021
Reading the Road Ahead
Even as the devastating global pandemic rages on, hopeful signs are emerging tied to vaccines and potential reopening. As the economy accelerates, we believe risk assets should benefit, but investors need to be careful and anticipate near-term volatility.
In This Issue
In this issue of Investment Quarterly, we present our outlook for the markets, consider the impact of climate on portfolios, and provide ideas on value and tax-efficient investing.
Opening Thoughts
New Beginnings, Familiar Challenges
We find a mix of optimism and stark realities as we move into 2021.
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Market Focus
Warning Lights as Speed Increases
Moving into the new year, the road ahead is opening up, but may require a degree of caution.
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ESG Investing
Climate Emerges From the Shadows
While the world has focused on the pandemic, actions on climate and advances tied to its investment impact have continued to move forward.
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Asset Matters
Could Value Surge Ahead?
Leaning into cyclical value could prove beneficial this year, but we wouldn’t suggest leaving growth stocks behind.
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Insights
Building Tax Efficiency Into Your Return Strategy
Attention to loss harvesting while deferring gains can reduce tax exposure and amplify potential for “take-home” return.
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